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Provides Testimony In

Bond underwriting, Directors & officers – underwriting; Employment practices liability -underwriting; Errors and omissions underwriting, Fidelity underwriting Insurance Industry standards underwriting, Professional liability underwriting; Rescission; Surety underwriting, underwriting of most surety bonds, general concepts of surety bonds apply to all bonds, opine in bail bonds, surety

Professional Experience

Private Insurance, LLC,  2007- Present

General Manager

These firms provide insurance and reinsurance arbitration, mediation, company startup and runoff, due diligence, feasibility studies, product research and development, policy review and underwriting audit, expert witness, litigation support and insurance expert referral services.

PRIVATE CONSULTING, PA   2005-Present

Owner

Continued development of econometric data delivery products and established residential computer assistance business

Provides risk management services for a Private Co., LLC and Insurance, LLC

Organized and coordinated separate marketing effort for econometric products, including the hiring of sales persons

Spearheaded any joint venture development efforts that included market analysis Provided high level technical support for products

Expanded product line of client to include business interruption estimator and researched workers compensation exposure analysis tool

Established local residential computer and network assistance services

MARSHALL & SWIFT/BOECKH, Princeton, NJ  1994-2005

Manager – Econometric Services & Eastern Region Sales Manager

Developed new product line and extended company’s penetration of existing product lines into commercial insurance and tax assessing industries. Managed a joint venture endeavor with data provider

Developed new and maintained 94% of existing sales for Eastern division

Directed programming and development of industry first and only commercial contents exposure estimating program (CCI)

Increased commercial outsourcing revenue by 347% with profitability over 45% by creating methodologies that integrated commercial building and contents estimating technologies

Managed outsourcing project for company’s largest ($12 million revenue) single account Spoke at various public and trade conferences on business, profit and market impact issues

CONTINENTAL INSURANCE, Cranbury, NJ  1979-1994

Senior Vice President – Corporate Underwriting

Developed new review and oversight of fidelity and surety product lines and operating groups. Developed and implemented new underwriting tools. Coordinated with corporate planning. Authority on large or complex credit extensions over branch-level limits. Designed plan for and implemented new auditing standards and profitability improvement of surety underwriting practices.

Vice President – Field Operations

Managed field operations (17 offices, 85 staff) for profitability, growth and efficiency objectives of $60 million unit that returned 18% profit on revenue. Held Treaty level authority in all lines including D&O, E&O, Financial Institution, Commercial Fidelity and ancillary coverages. Responsible for Canada Offices, production and profitability.

Led management team -analyzed and restructured field operations to enhance production and profitabilityresulting in expense savings of 22% and revenue growth of 9.8% in the first year

Conceived, designed introduced first on-going professional training program for industry and product areas Established comprehensive producer management system to focus production efforts, identify potential key producers and provide incentive awards resulting in a revenue growth of 58% over 3 years

Streamlined submission requirements further reducing continuing expenses by 4.6%

Vice President Central Region, New York, NY & Cranbury, NJ

Directed underwriting and production efforts of the Central Region field and Home Office units (12 direct reports) Maintained underwriting standards, through soft market, across multiple lines of business including Financial Institution and Commercial Fidelity, D&O and E&O

Achieved premium growth of 21% over two years Increased net profit from 6% to 18%

Responsible for section development of new financial institution D&O policy

Senior Manager, Braintree, MA

Established this new office and managed all phases of field office operation

Developed office into the largest D&O underwriting branch and second largest branch overall Increased revenue 871 % in three years

Streamlined and improved producer plant. Reduced expenses 3.1%

Worked with agents and consulted with insureds on coverage and terms necessary.

Scored far above competition for service (100% “Same or Better'”), professionalism (87% -100%) and knowledge (100%) in anonymous Producer Survey

Participated in the development of financial Institution D&O policy

Earned highest incentive award in unit in 1992 for profitability (36.4%) and growth (245%)

Sr. Underwriter, Dallas, TX

Responsible for production and underwriting of all sizes of fidelity and surety accounts in North Texas Territory

  • Designed and implemented Continental’s first “call report” automated analysis tool for evaluating financial institution risks. This was adopted for company-wide use reducing underwriting time by 44%
  • Designed, implemented and maintained database for producer and policy information that enabled company to successfully combine two field office operations into Dallas with no additional staffing
  • Worked with agents and consulted with insureds on coverage and terms
  • Managed contractor risks of all sizes and miscellaneous surety accounts generating up to $350,000 in annual premium
  • Trained in underwriting and developed D&O and E&O business for existing book of non-surety
  • Received national Employee Award for accomplishments in underwriting, production and office operation improvements

Underwriter, York, PA

Responsible for underwriting all sizes of commercial and financial institution fidelity, contract and noncontract surety accounts in the Central Pennsylvania, Maryland and DC areas. Claims payment handling as required.

Education

Certified Mediator – MTI –Mediator Training Institute International

IIA – INS Certification ˗ General Principles of Insurance, Principles of Fire, Marine and Allied Lines and

Principles of Casualty Insurance and Bonding

BS – Business Administration, Gannon University, Erie, P A, Deans List,

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